Director, Family Office Services Overview • The Director, Family Office Services will lead and scale the practice, ensuring exceptional service delivery to ultra-high-net-worth clients. • Collaborate with the Head of Family Office Services to oversee complex engagements and develop operational infrastructure. • Provide actionable insights by organizing fragmented financial data and enhancing client visibility. • Mentor and develop team members, fostering a culture of accountability and excellence. • Champion technological innovation to improve efficiency, scalability, and client experience. • Support ultra-high-net-worth clients with trust, estate planning, governance, and financial decision-making. • Identify opportunities to enhance service offerings and increase value delivered to clients. • This role offers significant growth opportunities as the practice expands. Director, Family Office Services Key Responsibilities & Duties • Lead day-to-day execution of family office engagements, ensuring accuracy and responsiveness. • Develop and refine workflows, policies, and service standards for the team. • Supervise and mentor team members, including accountants and associates. • Analyze complex financial statements and consolidate information across various entities. • Coordinate with external advisors for tax planning and compliance. • Assist clients with budgeting, forecasting, and liquidity management. • Support projects involving trusts, estate planning, and private investments. • Implement technology solutions to enhance operational effectiveness and reporting. Director, Family Office Services Job Requirements • Bachelor's degree in Accounting, Finance, Economics, or related field. • Minimum of 8 years of experience in family office services or related disciplines. • Demonstrated ability to analyze and interpret complex financial statements. • Proficiency in Microsoft Excel and financial technology tools. • CPA designation is strongly preferred. • Experience supporting ultra-high-net-worth individuals and families. • Strong leadership, communication, and project management skills. • Familiarity with trusts, partnerships, and private investments.